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Technology Stocks : WDC/Sandisk Corporation -- Ignore unavailable to you. Want to Upgrade?

To: Ausdauer who wrote (26290)	7/2/2004 11:24:25 AM
From: Steve 667	Respond to of 60323

Aus, are you talking about cost reductions or price reductions? There sure are a lot of companies making USB drives! 16 at last count. It would be nice to have better a grasp of just how big the barriers to entry are on these particular products. How many and how much royalty payments. It seems that SNDK is in control of moving the sweet spot when it is to their own advantage. As for cell phones, seems alot of phones without SNDK flash in them. Lets face it, camera phones are a gimmick. They won't go above 3 megs. Steve